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Small Cap Investment Economics

by raj.majumder 23. September 2008 09:26
Why betting on small cap stocks makes so much sense? [More]


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Investment Fundamentals | Macro Watch | Specific Stock Sector

Some Thoughts on the Current Contagion

by raj.majumder 23. September 2008 06:52
Cyclical swings are part of the equation so you need to be comfortable with both return and risk in your particular portfolio. No investment can be judged on the basis of half a cycle alone. [More]


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Coming of a Generational Change

by raj.majumder 23. September 2008 06:19
That’s the nature of change – it can befuddle linear extrapolation from historic data. The quantum of change in these few years is breathtaking. Emerging markets leap-frogging technology is a widely researched phenomenon but in India, there is a change in behavior and outlook and that, as social scientists will tell you, is measured over generations. [More]


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Young Urban Middle (YUM!)

by sravan 22. September 2008 12:16
As India chugs along to its rightful place in the pantheon of leading nations, a subtle but unmistakable cultural force readies itself to assume the vanguard of this change. It is itself a product of India Rising and yet it stands to define its very character. Meet the Young Urban Middle, YUM! - t... [More]


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When will the Market bottom?

by rajmajumder 22. September 2008 12:12
The Indian capital markets we are in, was driven in large parts by an excess of liquidity globally. The underlying growth story is intact but the valuations are not, because they were not right to begin with. So where did it start? In the aftermath of the 2000 burst - the most severe recessi... [More]


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Glossary

Waiting for the other shoe to drop

by raj.majumder 22. September 2008 09:37
Perspectives on the financial sector meltdown of September 2008, its causes, implications and future course [More]


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About the author

Raj Majumder   Fred G. Stei  
 

Raj Majumder is the Founder & CEO of iMetanoia, a financial services firm focused on the retail investor. Raj has over a decade of progressively increasing responsibilities in some of the world’s most demanding business situations. He has worked with Goldman Sachs in Europe and Accenture and AT Kearney in India and Singapore and Infosys in the US. In these years, he had had the opportunity to lead consulting engagements, start his own company and grow one of the strongest technology brands.

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